Filed January 3, 2025
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC9+ years Filed as: CREATIVE PLANNING Service code 27 · EIN 45-5091060 | Advisory (Plan) | $86,746 |
EPIC RETIREMENT PLAN SERVICES9+ years Filed as: TPP RETIREMENT PLAN SPECIALISTS Service code 15 · EIN 20-1301962 | Recordkeeping | $27,007 |
MATRIX TRUST COMPANY4 years Filed as: MATRIX BROADRIDGE Service code 19 · EIN 75-3182674 | Securities Custodian | $5,100 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,393 | $80,724+59.1% | $103,333+24.3% | $74,495+72.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 12.08% | 27.56%-15.5pp | 24.88%-12.8pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $7,753 | $3,157+145.6% | $3,868+100.5% | $2,623+195.6% |
| Participant deferral / active EE | $4,008 | $3,860+3.8% | $5,057-20.8% | $4,346-7.8% |
| Admin fee / account holder | $825 | $2,368-65.1% | $8,355-90.1% | $1,942-57.5% |